+816.6%
RIOT vs KMI
+198.7%
+617.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.5% |
| 7D | +18.4% | -1.8% | +20.2% | +19.8% |
| 30D | +13.8% | +0.1% | +13.7% | +12.8% |
| 3M | -12.7% | +1.2% | -13.9% | -15.0% |
| 6M | +50.1% | -3.9% | +54.0% | +50.4% |
| YTD | +74.2% | +17.5% | +56.7% | +48.7% |
| 1Y | +45.1% | +22.6% | +22.5% | +18.9% |
| 3Y | +101.6% | +116.3% | -14.7% | +8.7% |
| 5Y | -29.6% | +157.6% | -187.2% | -65.6% |
| 10Y | +528.1% | +136.6% | +391.6% | +193.0% |
| All | +816.6% | +198.7% | +617.9% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling